Estate Administration

Wills, Trusts and Estates

Planning Documents

  • Last Will and Testament
  • Trusts
  • Sub-Trust for Minors
  • Special Needs Trusts
  • Tax Planning for High Net Worth Families
  • Powers of Attorney
  • Living Will
  • Advance Health Care Directives
  • HIPAA Authorizations

Probate Administration

  • Filing Will and Required Pleadings
  • Collecting Assets
  • Timing Payments
  • Distributions
  • Accounting to Interested Parties
  • Estate Tax Issues
  • CPA Coordination

FINRA Arbitration Defense & Expungements

Represent firms and individuals in Financial Industry Regulatory Authority (FINRA) Arbitration Claims.

Financial Industry Regulatory Defense

Represent firms and individuals with regulatory issues pending with the SEC, FINRA, other self-regulatory organizations, or the States of Kansas, Missouri or Maryland.  Assist with preparing for on the record (OTR) interviews and other regulatory investigations.

Federal and State Securities Law (KS, MO and MD)

Research and advise firms and individuals on federal Securities Law questions or issues with the SEC or the States of Kansas, Missouri, or Maryland.

Estate Administration

Trust Administration (at death and ongoing)

  • Trust Certifications
  • Collecting Assets
  • Timing Payments
  • Distributions
  • Accountings to Interested Parties
  • Estate Tax Issues
  • CPA Coordination
  • Obtaining an EIN/TIN

Guardianship and Conservatorship

  • Establishing and Maintenance
  • Required Annual Reports
  • Communicating with Interested Parties
  • Accounting
  • CPA Coordination
  • Adding Co-Guardians
  • Adding Standby Guardians
  • Change of Residence or Location
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